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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,522 | $100,073-57.5% | $85,126-50.0% | $145,877-70.9% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 84.11%-67.3pp | 66.63%-49.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $783 | $3,236-75.8% | $2,731-71.3% | $4,663-83.2% |
| Participant deferral / active EE | $1,054 | $5,294-80.1% | $4,523-76.7% | $6,691-84.2% |
| Admin fee / account holder | $308 | $7,261-95.8% | $6,160-95.0% | $13,402-97.7% |